S
Schwab Ultra-Short Income
SCUS • ARCX
Schwab Ultra-Short Income is a publicly traded company on ARCX. As of Q3 2025, 19 institutional investors hold shares in this company, with total holdings valued at $7.1M. Concurrent Investment Advisors, LLC is the largest holder with a position valued at $2.1M.
Overview
Overview of institutional ownership in SCUS as of Q3 2025
All Institutions
- Institutions
- 19
- Value Held
- $7.1M
- Shares Held
- 281.8K
- Avg Position
- $374.5K
- Median Position
- $60.0K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in SCUS as of Q3 2025
| Institution | Position Value |
|---|---|
 Concurrent Investment Advisors, LLC RIA/Wealth | $2.1M 0.04% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $1.1M 0.00% of portfolio |
J JANE STREET GROUP, LLC Institution | $879.2K 0.00% of portfolio |
 Hummer Financial Advisory Services Inc RIA/Wealth | $626.2K 0.47% of portfolio |
C Coastwise Capital Group, LLC RIA/Wealth | $617.3K 0.43% of portfolio |
 Mainstream Capital Management LLC RIA/Wealth | $491.9K 0.33% of portfolio |
 Sculati Wealth Management, LLC RIA/Wealth | $395.8K 0.14% of portfolio |
$383.5K 0.00% of portfolio | |
 Savvy Advisors, Inc. RIA/Wealth | $279.7K 0.01% of portfolio |
T TD Waterhouse Canada Inc. Institution | $60.0K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SCUS in Q3 2025
- Traded
- −$2.2M
- Buyers
- 9
- Sellers
- 9
- Total Bought
- +$3.6M
- Total Sold
- −$5.7M
- Avg Position
- $309.4K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Concurrent Investment Advisors, LLC RIA/Wealth | +$2.1M +83.3K shares |
GOLDMAN SACHS GROUP INC Institution | +$1.1M +42.3K shares |
Savvy Advisors, Inc. RIA/Wealth | +$279.7K +11.1K shares |
 Anfield Capital Management, LLC Long Only Manager | +$53.1K +2.1K shares |
+$16.2K +643.0 shares | |
 Global Trust Asset Management, LLC RIA/Wealth | +$12.6K +500.0 shares |
V Vermillion Wealth Management, Inc. RIA/Wealth | +$12.5K +497.0 shares |
A Advisory Services Network, LLC RIA/Wealth | +$10.0K +397.0 shares |
 CWM, LLC RIA/Wealth | +$1.0K +20.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Kingsview Wealth Management, LLC RIA/Wealth | −$2.3M −90.1K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$2.2M −87.7K shares |
Hummer Financial Advisory Services Inc RIA/Wealth | −$328.3K −13.0K shares |
Sculati Wealth Management, LLC RIA/Wealth | −$322.3K −12.8K shares |
 Feltz Wealth PLAN Inc. RIA/Wealth | −$302.1K −12.0K shares |
J JANE STREET GROUP, LLC Institution | −$233.3K −9.2K shares |
 UBS Group AG Institution | −$24.5K −971.0 shares |
C Coastwise Capital Group, LLC RIA/Wealth | −$24.1K −953.0 shares |
C Costello Asset Management, INC RIA/Wealth | −$631.3 −25.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SCUS in Q3 2025
- New Positions
- 7
- New Value
- $2.5M
- Exited Positions
- 4
- Exited Value
- $4.8M
New Positions
| Institution | Position Value |
|---|---|
Concurrent Investment Advisors, LLC RIA/Wealth | $2.1M 83.3K shares |
Savvy Advisors, Inc. RIA/Wealth | $279.7K 11.1K shares |
Anfield Capital Management, LLC Long Only Manager | $53.1K 2.1K shares |
Global Trust Asset Management, LLC RIA/Wealth | $12.6K 500.0 shares |
V Vermillion Wealth Management, Inc. RIA/Wealth | $12.5K 497.0 shares |
A Advisory Services Network, LLC RIA/Wealth | $10.0K 397.0 shares |
CWM, LLC RIA/Wealth | $1.0K 20.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Kingsview Wealth Management, LLC RIA/Wealth | $2.3M 90.1K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $2.2M 87.7K shares |
Feltz Wealth PLAN Inc. RIA/Wealth | $302.1K 12.0K shares |
UBS Group AG Institution | $24.5K 971.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in SCUS as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SCUS as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Hummer Financial Advisory Services Inc RIA/Wealth | 0.47% $626.2K |
C Coastwise Capital Group, LLC RIA/Wealth | 0.43% $617.3K |
Mainstream Capital Management LLC RIA/Wealth | 0.33% $491.9K |
Sculati Wealth Management, LLC RIA/Wealth | 0.14% $395.8K |
Concurrent Investment Advisors, LLC RIA/Wealth | 0.04% $2.1M |
Anfield Capital Management, LLC Long Only Manager | 0.02% $53.1K |
Savvy Advisors, Inc. RIA/Wealth | 0.01% $279.7K |
C Costello Asset Management, INC RIA/Wealth | 0.01% $17.5K |
 Golden State Wealth Management, LLC RIA/Wealth | 0.01% $52.1K |
Global Trust Asset Management, LLC RIA/Wealth | 0.01% $12.6K |